ENTITY
SMARTSCORE: 3.2/5
Dexus Property

Dexus Property (DXS AU)

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Analysis
Real EstateAustralia
Dexus provides real estate services. The Company manages and invests in a portfolio of diversified properties, including office and industrial buildings, retail shopping centers, and car parks. Dexus serves customers in Australia and New Zealand.
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bullishAbacus Group
14 Jun 2023 08:36

Abacus Property (ABP AU): Abacus Storage King De-Stapling to Unlock Value

A key logic of the de-stapling is the potential unlocking of the large, implied discount to NTA in the commercial portfolio. Our SoTP valuation is...

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12 Jun 2023 21:00

MVIS Australia A-REITs Index Rebalance: Float & Capping Changes

There are no constituent changes in June but there are float & capping changes. Estimated one-way turnover at the rebalance is 2.7% resulting in a...

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bullishAbacus Group
12 Jun 2023 11:37

Conscious De-Stapling With Uplift - The Abacus Property (ABP) Storage Spinoff

ABP will spin off its self storage business. Self storage businesses trade at higher multiples|lower yields than commercial/diversified REITs. It's...

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bearishStockland
16 May 2023 22:10

MVIS Australia A-REITs Index Rebalance Preview: Capping Changes & Flows

We do not see any constituent changes in June. Capping changes will lead to a one-way turnover of 2.15% resulting in a one-way trade of A$14m....

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22 Mar 2023 02:05

National Storage REIT Placement - Past Deals Have Done Well but Stock Looks Toppish

National Storage REIT (NSR AU) (NSREIT) aims to raise around US$200m (A$300m) via an institutional placement. In this note, we run the deal through...

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